Invoicing is one of the crucial elements when billing clients and sending a breakdown of fees every billing cycle. Atlas now allows the option to either invoice by billing group or by household.
To do so:
Select the Revenue tab on the top right of your Atlas page
Select the Firm-Wide Billing* button on the right
Go through the Billing process as normal
On the final prompt, select the invoicing option to invoice by either billing group or by household and select "Run Firm Billing"
From there, the invoices will generate as requested. You will be able to download the invoices the same way (by selecting the 3 dots under actions in the billing report, and selecting "download invoices")
If you have any questions, feel free to reach out to us via Intercom or via email at support@bridgeft.com.
*Invoice Option also available for One-off Billing